TERI L. BUTCHER
Belton,MO
Summary
Results-driven account management professional, well-versed in agency coordination with solid history of enhancing operational efficiency and project execution. Foster strong team collaboration and ensure smooth workflow and timely deliverables. Brings expertise in strategic planning and client relationship management.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Agency Coordinator
FEDERATED RURAL ELECTRIC INSURANCE EXCHANGE
03.2023 - 11.2024
- Reported Agency operation weekly statuses to the Sales and Underwriting departments
- Developed and maintained insurer markets and relationships for Federated's brokered business in a way that ensures coverage continuity and pricing stability as much as possible
- Placed Brokered business as requested prior to expiration by ensuring accuracy and timeliness of quotes, binders, policies, and endorsements
- Trained with outside consultants as needed, learning the brokerage business to a degree that is most beneficial to Federated's members
Sales Coordinator
FEDERATED RURAL ELECTRIC INSURANCE EXCHANGE
03.2022 - 03.2023
- Assisted Account Executives with questions regarding coverages and applications and reviewed all incoming applications and coordinated the follow up on required information
- Monitored the timeliness of Federated applications and followed up with Account Executives to ensure proper lead times are maintained
Senior Sales Consultant
ZAS (Agency owned by ZURICH)
05.2018 - 02.2022
- Served as the primary point of contact for field Account Executives and met with the Account Executives monthly to identify and analyse their goals, developing marketing strategies and solutions based on their objectives
- Maintained active accounts, increasing client retention through personalized service and regular policy reviews
- Streamlined sales processes through the introduction of Indio software, to reduce administrative time
- Analysed customer risk characteristics including exposures, loss history, and experience modification to determine coverage needs and appropriate markets
- Along with advising customers on coverage options, limitations, and risk control opportunities
- Prepared and refined customer insurance applications for presentation to insurance carriers
- Negotiate the best available proposals from among carriers and present those alternatives to customers
- Respond quickly and effectively to customer inquiries and needs regarding items such as insurance policies, endorsements, billing questions, premium audits, certificates of insurance, and claims issues
- Maximized customer satisfaction by seeking out and engaging the best available resource, both internally and externally to solve the customer's problems/concerns
Sales Assistant to Senior Sales Assistant
ZAS (Agency owned by ZURICH)
11.2008 - 05.2018
- Processed Commercial Lines Auto Inventory, Cargo, Cyber Liability, Excess Liability, Flood, Builder's Risk, NY Disability, Storage Tank new business and TX Worker's Compensation renewal business
- Processed Personal Lines Auto, Builder's Risk and Flood new business
- Issued Mid-Year Summary of Insurance letters, certificates of insurance, vehicle identification cards, Loss Experience reports, and Loss history
- Ran Monthly GM New Business Submission reports, Quality Checks for Sales Support team, and Agency Audit reports
- Ran Weekly New Business Report (Date First Written), and Ran Daily Communication Log for Commercial Lines
- Researched and analyzed accounts: Lost Accounts and Renewal Business
- Processed all mail, undeliverable mail, email, fax, and phone inquiries
Education
Bachelor of Arts - Business Administration, Marketing
PARK UNIVERSITY
Parkville, MOSkills
- MS Office (Word, Excel, PowerPoint)
- Outlook
- Access
- Aristos
- EPIC Agency Management System
- Image Right
- Indio
- Salesforce
- Internet
- Detail-oriented
- Diligent
- Multi-tasking
- Prioritization
- Team player
- Independent
- Fast learner
- Adapatable
Certification
Property & Casualty - Resident License in Missouri
Timeline
Agency Coordinator
FEDERATED RURAL ELECTRIC INSURANCE EXCHANGE
03.2023 - 11.2024
Sales Coordinator
FEDERATED RURAL ELECTRIC INSURANCE EXCHANGE
03.2022 - 03.2023
Senior Sales Consultant
ZAS (Agency owned by ZURICH)
05.2018 - 02.2022
Sales Assistant to Senior Sales Assistant
ZAS (Agency owned by ZURICH)
11.2008 - 05.2018
Bachelor of Arts - Business Administration, Marketing
PARK UNIVERSITY
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